Sales Development Representative - Financial Solutions

BELAY - Corporate • Atlanta, GA

2d • Remote

About The Position

The Sales Development Representative (SDR) - Financial Solutions plays a key role in driving BELAY’s growth by reconnecting with warm and dormant financial solutions leads to generate new business opportunities. This entry-level sales position is designed to develop strong foundational sales skills while providing critical support to the inbound sales team. The SDR will proactively engage prospects who have previously expressed interest in BELAY’s services, creating authentic connections, uncovering needs, and converting qualified leads into new clients.

Requirements

• Accounting acumen is required, with a strong understanding of accounting principles and processes, to identify opportunities within BELAY’s Financial Solutions offerings.
• 1–2 years of experience in sales, lead generation, customer success, or related fields (entry-level candidates are encouraged to apply)
• Excellent communication and interpersonal skills, comfortable engaging prospects via phone and video
• Results-oriented and motivated by metrics, growth, and achievement
• Highly organized with strong follow-through and attention to detail
• Positive, resilient, and curious, with a desire to learn and thrive in a fast-paced environment

Nice To Haves

• Candidates must reside in U.S. Eastern or Central time zones due to occasional in-person meetings & travel requirements - with preference in the Atlanta Metro Area
• Experience with Salesforce or a similar CRM is a plus

Responsibilities

• Conduct warm outreach via phone, email, and LinkedIn to re-engage dormant leads and Marketing Qualified Leads (MQLs)
• Lead consultative sales conversations to understand prospect needs, present tailored solutions, address objections, and close business
• Utilize Salesforce to manage outreach activity, track pipeline progression, and maintain accurate records
• Nurture early-stage leads through strategic, value-driven communication
• Partner with Solutions Consultants and Marketing to enhance lead conversion rates and ensure message alignment
• Consistently meet or exceed weekly outreach, meeting, and conversion goals
• Provide insights and feedback on lead quality, market trends, and campaign effectiveness
• Represent BELAY with professionalism, enthusiasm, and a brand-aligned presence
• Manage the full sales cycle — from initial outreach through follow-up, conversion, and close

Benefits

• Medical, dental, vision, life, and disability insurance are available to eligible employees. BELAY covers 70% of employee premiums and 65% of dependent premiums for medical, and 70% of employee premiums for dental and vision.
• Company-paid life insurance ($15,000 coverage) and short-term/long-term disability coverage (STD: 60% of weekly earnings up to $1,500; LTD: 60% of monthly earnings up to $10,000) are provided at no cost to full-time employees.
• 401(k) plan through Vanguard, with a 4% discretionary employer match. Employees are eligible after 90 days of employment.
• Full-time (40 hr/week) employees receive 15 days of PTO annually; full-time (30 hr/week) employees receive 12 days. Additional PTO is awarded at 3- and 5-year tenure milestones.
• 12 paid holidays annually (New Year’s Day, Martin Luther King Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day After Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday of the employee’s choosing).
• Full-time employees’ PTO accrual generally satisfies state and local paid sick leave requirements in the states where BELAY hires. BELAY follows all state specific requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed